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Xodo Sign
Tally

Connect Xodo Sign and Tally

Explore ready-made Xodo Sign and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate Xodo Sign with Tally and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Tally
Trigger: Watch New Responses
Xodo Sign
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Cancels a document.

  • Creates a document.

  • Creates a template.

  • Deletes a document or template. Only cancelled documents and draft documents or templates can be deleted.

  • Downloads a final pdf.

  • Downloads an original pdf.

  • Returns a document.

  • Returns a template.

  • Performs an arbitrary authorized API call.

  • Sends a reminder. A reminder can be sent on a per-signer basis only.

  • Uploads a file.

  • Creates a document from a selected template.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Xodo Sign and Tally.

Cancel a Document
Cancels a document.
Action
Create a Document
Creates a document.
Action
Create a Template
Creates a template.
Action
Delete a Document
Deletes a document or template. Only cancelled documents and draft documents or templates can be deleted.
Action
Download a Final Document
Downloads a final pdf.
Action
Download an Original Document
Downloads an original pdf.
Action
Get a Document
Returns a document.
Action
Get a Template
Returns a template.
Action
List Businesses
Lists existing businesses on your account.
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.